The RIA Tech Suite brings collectively complementary know-how platforms to assist automate vital back-office duties for advisors.
Together with RIA in a Field®, RightCapital, and Wealthbox, Betterment for Advisors is happy to introduce the RIA Tech Suite: a set of companies and instruments that advisors can use to assist automate and streamline back-office duties.
Why ought to corporations make the most of the RIA Tech Suite?
Collectively, these intuitive and complementary tech instruments can streamline on a regular basis observe administration, supplying you with extra time to accumulate new enterprise and to offer a greater expertise in your present purchasers.
Moreover, the RIA Tech Suite consists of discounted pricing for corporations that undertake two or extra of the companies — a reduction that may save a mean RIA agency as much as $3,100 of their first 12 months.¹
Listed here are the instruments out there on the RIA Tech Suite:
- Betterment for Advisors – A number one digital-first wealth administration platform that leverages smart-tax know-how.
- RIA in a Field® – Compliance, cybersecurity, and operational software program for funding advisors.
- RightCapital – Wealth planning software program that makes planning simpler and extra highly effective for advisors and their purchasers.
- Wealthbox – A number one CRM software program utility that helps advisors handle their purchasers and collaborate with their group.
The RIA Tech Suite can foster progress for tech-centric corporations which are centered on environment friendly consumer service and increasing their books of enterprise.
“Our aim at Betterment for Advisors is to empower advisors to develop their companies and construct deeper consumer relationships,” writes Jon Mauney, Common Supervisor of Betterment for Advisors. “The 4 firms which are a part of the RIA Tech Suite all share this goal with a typical strategy to their companies: offering fantastically designed, easy-to-use, and highly effective instruments for advisors and their purchasers.”
The RIA Tech Suite is now out there to all registered funding advisors. You possibly can be taught extra and join this providing by visiting https://riatechsuite.com.
Betterment for Advisors is a member of the coalition often called RIA Tech Suite alongside three different platforms: RIA in a Field, RightCapital, and Wealthbox. The 4 firms are providing advisors who grow to be new purchasers of two or extra members of RIA Tech Suite, reductions on companies supplied by such collaborating firms. Betterment and aforementioned corporations aren’t below frequent possession or in any other case associated entities, and no compensation has been exchanged between the members of RIA Tech Suite for the needs of getting into into this coalition. Phrases topic to vary. This providing is for funding professionals solely and isn’t supposed to be used by personal traders.
¹3100 USD is an estimate of the utmost quantity saved on the annual value for mixed subscription charges throughout all 4 companies. Calculation assumes the common of weighted month-to-month charges supplied throughout all 4 companies, inclusive of onboarding charges after which applies a 15% low cost from every. Low cost charge of 15% per firm is activated upon engagement of a minimal of two firms. Precise greenback quantity saved might fluctuate.
Any hyperlinks supplied to different web sites are supplied as a matter of comfort and aren’t supposed to indicate that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the house owners of or individuals in these websites, except acknowledged in any other case.
Source link
